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michael_sweeney
michael_sweeney
Helper ⭐️
September 17, 2018
Solved

Hide the upcoming section from cockpit

  • September 17, 2018
  • 2 replies
  • 78 views
I have been speaking with a customer who would like the option to hide the "Upcoming" section in cockpit.

CSMs work through their CTAs and would like to see nothing in their view at the end of the day. I know it is possible to collapse the section but do we ever see us being able to hide that section all together?
    Best answer by sai_ram
    Hi Michael, 

    Did you try creating filters(Custom views), with custom views you can hide the upcoming section in cockpit.

    Fyi, screenshot

    2 replies

    pele
    pele
    Helper ⭐️⭐️⭐️
    September 18, 2018
    I've been looking at different ways to help our CSMs be more efficient in the Cockpit view, and I'm pretty sure if you add a filter "Due Date < This Week" in cockpit, the "Upcoming" section is removed from the view. 
    sai_ram
    sai_ramAnswer
    Expert ⭐️⭐️
    September 20, 2018
    Hi Michael, 

    Did you try creating filters(Custom views), with custom views you can hide the upcoming section in cockpit.

    Fyi, screenshot

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